Asset Owner Directory

Wespath Benefits

Wespath Benefits and Investments has been serving The United Methodist Church for over 100 years. Wespath are the largest reporting faith-based pension fund in the United States, serving more than 100,000 active and retired clergy and lay employees of the Church.

Country

United States

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$24

Performance (%, 1YR)

-16.63

Chief Executive

Andrew Q. Hendren

Chief Investment Officer

David Zellner

Chair

Bishop Robert Schnase

Asset allocation
Asset allocation calculated from reported asset values

41% Equity

35% Fixed Income Securities

5% Asset-backed Securities

0.5% Risk Management Instruments

5% Short-term Securities

5% Emerging Market Funds

6% Private Equity/Real Estate Partnership

1% Real Asset Partnership

2% Wrap Contracts

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